A bequest in a will is the best-known way and rarely the most efficient one. A walk through the options — beneficiary designations, retirement accounts, donor-advised funds, and what to get right so the gift actually arrives.
Giving together is one of the best ways to pass on values across generations. A look at the vehicles — donor-advised funds, family foundations — and the conversations that make generosity a shared family practice.
Wealth transferred without stewardship rarely lasts. A practical look at how families prepare the next generation to carry an inheritance well — so it strengthens heirs rather than undoing them.
An estate plan only works if the documents and your actual accounts agree. A plain-language look at how wills, trusts, and beneficiary designations fit together and the coordination that keeps them aligned.
Legacy planning is one of the four pillars of biblical stewardship. Here's what it actually means — passing on convictions, not just assets — and how it differs from a traditional estate plan.